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Gradient Investments’s iShares Bitcoin Trust IBIT Stock Holding History

Gradient Investments’s Portfolio IBIT Stock Details IBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.16M Buy
94,782
+48,429
+104% +$1.97M 0.04% 226
2026
Q1 		$1.78M Buy
46,353
+3,495
+8% +$151K 0.03% 264
2025
Q4 		$2.13M Buy
42,858
+1,840
+4% +$105K 0.03% 196
2025
Q3 		$2.67M Buy
41,018
+11,495
+39% +$748K 0.04% 180
2025
Q2 		$1.81M Buy
29,523
+1,023
+4% +$57.3K 0.03% 198
2025
Q1 		$1.33M Buy
28,500
+689
+2% +$36.5K 0.03% 184
2024
Q4 		$1.48M Buy
27,811
+924
+3% +$43.6K 0.03% 176
2024
Q3 		$971K Buy
26,887
+2,845
+12% +$98.8K 0.02% 184
2024
Q2 		$821K Buy
24,042
+23,986
+42,832% +$896K 0.02% 197
2024
Q1 		$2.27K Buy
+56
New +$1.75K ﹤0.01% 822

Other funds holding IBIT

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GD
Galaxy Digital New York $1.7B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Gradient Investments's IBIT Position: Q2 2026 in Review

Gradient Investments increased its iShares Bitcoin Trust (IBIT) stake by 104% in Q2 2026, buying an estimated $1.97M and bringing the position to 94,782 shares worth $3.16M. The position accounts for 0.04% of the portfolio, ranked #226.

Gradient Investments first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. 1,466 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Gradient Investments held 94,782 shares of iShares Bitcoin Trust worth $3.16M as of Q2 2026.
  • Gradient Investments bought 48,429 iShares Bitcoin Trust shares in Q2 2026, an estimated $1.97M.
  • iShares Bitcoin Trust made up 0.04% of Gradient Investments's portfolio in Q2 2026, its #226 holding.
  • Gradient Investments first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • 1,466 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.